The Role
The Finance & Operations Analyst will manage accounting operations, financial reporting, and AP/AR processes, while supporting FP&A activities and collaborating with various internal teams to drive financial accuracy.
Summary Generated by Built In
About the Company:
Netomi is the leading agentic AI platform for enterprise customer experience. We work with the largest global brands like Delta Airlines, MetLife, MGM, United, and others to enable agentic automation at scale across the entire customer journey. Our no-code platform delivers the fastest time to market, lowest total cost of ownership, and simple, scalable management of AI agents for any CX use case. Backed by WndrCo, Y Combinator, and Index Ventures, we help enterprises drive efficiency, lower costs, and deliver higher quality customer experiences.
Want to be part of the AI revolution and transform how the world’s largest global brands do business? Join us!
About the Role:
We’re a lean accounting team looking for a hands-on finance professional who can switch between build and operate modes and has strong startup exposure. You will own the day-to-day core financial operations and accounting execution of the company while partnering closely with the VP of Finance & Ops. This is a hands-on position role focused on ownership, accuracy, close discipline, controls, and scaling foundational finance processes — not a data or business analytics position. Success is measured by clean closes, accurate financials, and scalable processes. This role is ideal for someone who thrives in ambiguity, can navigate cash-basis to accrual-basis shifts, and has superb attention to detail while moving fast. If you’re eager to learn and grow in finance and operations, read on.
Responsibilities
- Prepare and manage monthly, quarterly, and annual financial reports for internal leadership and external stakeholders (investors, auditors, advisors). Maintain dashboards, variance analyses, and commentary
- Prepare and deliver GAAP-aligned financial statements and reporting packages for leadership, board, investors, auditors, and advisors.
- Own month-end close, cash-to-accrual, and board-level reporting; partner closely with the VP Finance & Ops.
- Own financial dashboards, variance analysis, and insights to support business decision-making.
- Work towards building a global headcount reporting structure and headcount reports as the company scales; partner cross-functionally to align headcount, spend, and vendor plans with financial plans.
- Work closely with the accountant facilitating a timely and accurate month-end close process.
- Own AP/AP processes end-to-end: invoicing, collections cadence, vendor setup/payments and policy/compliance hygiene.
- Work closely with internal teams and external vendors to ensure timely closures and accuracy.
- Support FP&A activities such as budgeting, forecasting, and cash flow management. Translate actuals to insights leaders can act on.
- Help streamline and improve finance processes, controls and documentation as the company scales and shifts to accrual-based accounting methodology; drive process accuracy and cycle-time reduction.
Requirement
- 5+ years of experience in accounting, finance operations, or controllership-adjacent roles, ideally in startup or high-growth environments
- Experience operating in ambiguous, fast-moving environments while still delivering accurate, on-time financial outputs.
- Demonstrated cash-basis and accrual-basis accounting fluency; comfortable with methodology shifts and explaining the “why.”
- Hands-on experience owning AR/AP processes and month-end close; strong reconciliations and variance analysis.
- Comfort preparing board- and investor-level reporting with high attention to detail and documentation quality.
- High ownership, learning mindset, and calm execution under changing priorities.
- Keen desire for professional growth with a transparent and trustworthy approach.
- Advanced Excel / Google Sheets skills focused on accounting and reconciliation workflows.
- Hands-on experience with modern finance tools such as QuickBooks Online, Ramp, Expensify.
Nice to Have
- SaaS/VC-backed experience; familiarity with revenue drivers and usage/contract nuances.
- Exposure to budgeting, forecasting, cash flow management, and KPI tracking from an accounting lens.
- Familiarity with finance automation tools and process optimization in lean teams.
Netomi is an equal opportunity employer committed to diversity in the workplace. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, disability, veteran status, and other protected characteristics.
Top Skills
Excel
Expensify
Gaap
Qbo
Ramp
Sheets
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The Company
What We Do
Netomi is an AI-first customer service platform that enables companies to deliver the highest quality customer experiences while significantly reducing cost. Netomi's Relationship Operating System automatically resolves up to 80% of routine customer service inquiries, decreasing resolution time, and increasing customer satisfaction and support quality. The patented, no-code platform works across messaging, chat, email and voice, and understands 100+ languages. Netomi is based in San Francisco and has offices in New York and India.
